How Can I Help?

MORTGAGE FACT FIND

Full Name

Date of Birth

Full Postal Address

Residential Status

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Phone Number

Marital Status

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Smoker

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Years/Months in the UK

Date Moved In

Email

No.of children

Ages of children

Nationality

Visa Type

Visa Expiry date

INCOME & EMPLOYMENT

INCOME & EMPLOYMENT

Job Title

Percentage of company owned

Industry

Employer's/Company Name

Employment Status

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Years/Months of service

Basic Salary

Do you receive Commission?

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Do you receive Overtime?

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Do you receive Bonuses?

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Bonus Frequency

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Dividends from UK Companies (Most recent year)

Profit from Self-Employment (Most recent year) 

Dividends from UK Companies  (Previous Year)

Profit from Self-Employment  (Previous Year)

Do you receive any state benefits, Maintenance or Pension income?

Profit from UK Land & Property  (Most recent year) 

Profit from UK Land & Property

 (Previous Year)

FINANCIAL COMMITMENTS

How many credit card, store cards, personal loans, HP, Lease Agreements etc do you have?

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Lender

Balance

Payment per month

Balance paid off every month

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Child/Spousal maintenance

What are your travel costs to work per month

How much is your child care costs per month

What is your Ground Rent per month

What is your Service Charge per month

What is your Shared Ownership rent per month

Have you missed any payments in the last 3 years

Do you have any defaults, CCJs, IVAs, or been bankrupt?

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CURRENT MORTGAGE

Property Type

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Property Purchase date

Property Purchase price

Original mortgage amount

Current Value

Current Outstanding mortgage 

Do Early Redemption Charges (ERC) apply

Date ERCs expire

How much is your ERC

Current mortgage lender

Account Number

Payment method

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Remaining mortgage term

Current interest rate

Current product

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Monthly payment

IF BTL: what is the monthly rental income

What is your affordable monthly mortgage budget

OTHER PROPERTIES YOU OWN

How Many Other Properties do you own?

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1

2

3

4

5

What type of property is it

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Outstanding mortgage balance

Outstanding mortgage balance

Monthly repayment

Gross Rental Income per month

Current Property Value

Mortgage Provider

NEW PROPERTY PURCHASE

Purchase Type

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Purchase Price

Mortgage Amount required

Source of deposit

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Property Type

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Tenure

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IF Leasehold: Years remaining on Lease

IF Flat: Floor number

IF Flat: How many floors in block (including basements & attics)

IF Flat: No. of flats in block

IF Flat: Does blockof flats have a lift

IF BTL: Rental income per month

What type of mortgage product would you like?

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What mortgage term would you like?

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How long would you like the mortgage product for?

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What is your monthly budget for mortgage payments?

MORTGAGE PROTECTION

How long does your employer pay your salary if you cannot work?

How would you pay your mortgage & bills if you could not work?

Would you like your mortgage paid off if you or your partner die?

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Contact me for an initial free consultation

Think carefully before securing other debts against your home.
Your home may be repossessed if you do not keep up repayments on your mortgage. 

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Buy to let mortgages are not regulated by the Financial Conduct Authority.

If you are unhappy with our service.

If you have a complaint about your advisor, or any financial advice you have received from your advisor, please contact us:

Quilter Financial Planning Complaints Department

Riverside House

The Waterfront

Newcastle upon Tyne

NE15 8NY

 

Email: QFPcomplaints@quilter.com

Tel: 0191 241 0700

 

You can find more information by visiting the Quilter Financial Planning website:

http://www.quilterfinancialplanning.co.uk/contacts/

 

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)

Rosemount Mortgages is a trading style of Rosemount Financial Solutions Ltd an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Rosemount Financial Solutions Ltd is registered in England and Wales, No: 05676603. Registered Address: Rosemount House, 2-4 Chequers Road, Basingstoke, RG21 7PU.

 

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

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